Connect Formitize and WhatsApp Business Messaging to power AI-driven automation

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Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Formitize with WhatsApp Business Messaging - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "On Form Submitted" from Formitize.

Add your action

An action happens after the trigger—such as "Send Message" in WhatsApp Business Messaging.

You’re connected!

Zapier seamlessly connects Formitize and WhatsApp Business Messaging, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Form
  Required
Trigger
Instant
Try It
- Assigned To
  Required
- Form
  Required
- Title
  Required
- Start Date/Time
  Required
- Job Number
- Order Number
- Location
- Description
Action
Write
- Messaging Data ID
  Required
- CRM Data
  Required
Action
Write

On Create Job
This trigger occurs when a job is dispatched from the Formitize portal
Trigger
Instant
Try It
- Title
  Required
- Message
  Required
- Due Date
  Required
- Notification Type
- Customer Name
- Email Address
- Display On Dashboard
Action
Write

For AI agents & developers

Use Formitize and WhatsApp Business Messaging with AI agents and code

Beyond Zap workflows. Call Formitize and WhatsApp Business Messaging actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Formitize and WhatsApp Business Messaging actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Job
Send Message

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Formitize and WhatsApp Business Messaging actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* formitize / whatsapp-business-messaging action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Formitize and WhatsApp Business Messaging to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Formitize to WhatsApp Business Messaging integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Formitize

Formitize is an all around customizable solution for moving from paper based forms to electronic based solutions. The wide variety of uses include from dispatching jobs, to house inspections, sales and even call-quality assurance.

HelpHelp

Related categories

Forms & Surveys

Similar apps

iFormBuilder

Forms & Surveys

Device Magic

Forms & Surveys

Fulcrum

Forms & Surveys

About WhatsApp Business Messaging

WhatsApp Business Messaging is an app that enables businesses to easily set up paid messages on WhatsApp by leveraging CRM events.

HelpHelp

Related categories

Notifications

Connect Formitize and WhatsApp Business Messaging to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Formitize and WhatsApp Business Messaging with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Formitize and WhatsApp Business Messaging to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Formitize to WhatsApp Business Messaging on the world's largest no-code automation platform